Difference between revisions of "CitySoft Admin Guide"

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==XIV. ⊞ "Squared Plus"==
 
==XIV. ⊞ "Squared Plus"==
  
 +
Clicking on this icon displays a list of functions:
 +
 +
<ol type="A">
 +
<li>Accounts</li>
 +
<li>Groups</li>
 +
<li>Activities</li>
 +
<li>Home</li>
 +
<li>Articles</li>
 +
<li>Households</li>
 +
<li>Contact Search</li>
 +
<li>Membership</li>
 +
<li>Contacts</li>
 +
<li>Message</li>
 +
<li>Data Import</li>
 +
<li>Opportunities</li>
 +
<li>Documents</li>
 +
<li>Organizations</li>
 +
<li>Donations</li>
 +
<li>Pages</li>
 +
<li>Education</li>
 +
<li>Polls</li>
 +
<li>Email</li>
 +
<li>Prospects</li>
 +
<li>Events</li>
 +
<li>Reports</li>
 +
<li>Expense Reports</li>
 +
<li>Sites</li>
 +
<li>Forms</li>
 +
<li>Store</li>
 +
<li>Forums</li>
 +
<li>Transactions</li>
 +
</ol>
  
 
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Revision as of 12:35, 19 January 2023

The primary point of contact with both members and the public is the Main Web Site (hosted at CitySoft). This is maintained by the Webmaster, assisted by the Assistant Webmaster, Assistant Webmaster for the Store, and the Coordinatgor of the Online Armorial & Ordinary Study Group. The User Guide provided by CitySoft being obsolete and incomplete, it is thus necessary that a Web Site Admin Guide be created to guide staff.

This Admin Guide is presently under development by the Assistant Webmaster. Contributions by others will be appreciated.

Note that these are a guide to administering the web site, not for public or member users.

I. Access

To access the admin functions, one must first Login as a registered user of the site, then Login again as an Admin.

II. Home

This page can be customized to display any of a number of modules. Each Admin may customize this page to include those of interest. For speed of operation, those not of interest should be deselected. The modules include:

  1. Key Reports
  2. Recent Activities
  3. Recent Donations
  4. Recent Event Registrations
  5. Recent Forms
  6. Recent Individual Membership Registrations
  7. Recent Logins
  8. Recent New Store Orders
  9. Recent Organization Membership Registrations
  10. Recent Processed Store Orders
  11. Sites Overview
  12. Starred Reports
  13. Tasks and Activities
  14. Workflow Overview

III. Pages

IV. Contacts

V. Events

VI. Email

VII. Membership

VIII. Reports

Note: The Reports function cannot, at present, generate usable mailing labels. It can generate a comma-delimited file that can be converted into mailing labels, and the Webmaster has a process to do so.

Functions may be selected from the left column. Click on [>>] to view.

  1. Custom Reports
  2. Standard Reports
  3. Report Templates
  4. Update Report Data
  5. Usage Reports
  6. Admin Settings
  7. Help

When you start using a new report template, switch it on, then "Update Report Data" and then run this url: <https://www.augustansociety.org/admin/index.cfm?fuseaction=dashBoard.showDashBoard&resetapplication=1>

IX. Donations

X. Transactions

XI. Store

Note that this section refers to the Store function on the main web site, which is not yet active. The Online Store is the store function hosted on the RimuHosting site, which is the currently active system.

XII. Forms

XIII. Organizations

XIV. ⊞ "Squared Plus"

Clicking on this icon displays a list of functions:

  1. Accounts
  2. Groups
  3. Activities
  4. Home
  5. Articles
  6. Households
  7. Contact Search
  8. Membership
  9. Contacts
  10. Message
  11. Data Import
  12. Opportunities
  13. Documents
  14. Organizations
  15. Donations
  16. Pages
  17. Education
  18. Polls
  19. Email
  20. Prospects
  21. Events
  22. Reports
  23. Expense Reports
  24. Sites
  25. Forms
  26. Store
  27. Forums
  28. Transactions

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  • [Main Web Site | back to Main Web Site]
  • [Web sites | back to Web Sites]
  • [Communications | back to Communications]
  • [Home Page | back to Home Page]